Phillips 66
PSX- 交易所
- NYSE
- 產業
- Petroleum Refining
- SEC CIK
- 0001534701
近 90 天，Phillips 66 內部人申報 0 筆公開市場買進、7 筆賣出；2026 年第 2 季末有 2,109 家機構在 13F 申報持有，市值合計 $535.4 億；艾略特投資管理、Oakmark（Harris Associates）等 3 位大師持有。
2022 年第 1 季 13F 持有人
Phillips 66 在 2022/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,451
- 較 2021 年第 4 季 +111 家
- 持有股數
- 3.38 億
- 較 2021 年第 4 季 +3,190 萬 (+10.4%)
- 總市值
- $291.4 億
- 較 2021 年第 4 季 +$69.4 億 (+31.3%)
- 新進機構
- 208
- 另有 617 家加碼
- 清倉機構
- 97
- 另有 408 家減碼
另有 18 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 PSX 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,109 | $535.4 億 |
| 2026 年第 1 季 | 2,132 | $569.8 億 |
| 2025 年第 4 季 | 1,904 | $399.1 億 |
| 2025 年第 3 季 | 1,838 | $416.2 億 |
| 2025 年第 2 季 | 1,765 | $374.0 億 |
| 2025 年第 1 季 | 1,796 | $379.0 億 |
| 2024 年第 4 季 | 1,782 | $349.2 億 |
| 2024 年第 3 季 | 1,775 | $398.4 億 |
| 2024 年第 2 季 | 1,787 | $442.0 億 |
| 2024 年第 1 季 | 1,879 | $522.3 億 |
| 2023 年第 4 季 | 1,793 | $437.3 億 |
| 2023 年第 3 季 | 1,664 | $385.1 億 |
| 2023 年第 2 季 | 1,542 | $308.8 億 |
| 2023 年第 1 季 | 1,573 | $334.1 億 |
| 2022 年第 4 季 | 1,575 | $351.1 億 |
| 2022 年第 3 季 | 1,419 | $273.8 億 |
| 2022 年第 2 季 | 1,445 | $283.3 億 |
| 2022 年第 1 季 | 1,451 | $291.4 億 |
| 2021 年第 4 季 | 1,358 | $222.1 億 |
| 2021 年第 3 季 | 1,239 | $212.3 億 |
| 2021 年第 2 季 | 1,327 | $263.0 億 |
| 2021 年第 1 季 | 1,272 | $250.1 億 |
2022 年第 1 季持有機構
每家機構持有 Phillips 66 的股數、市值與佔組合比重；股數變化跟 2021 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| PDT Partners, LLC | 41,956 | $362.5 萬 | 0.31% | +41,956 | 新進 |
| Sovereign Investment Advisors, LLC | 42,129 | $364.0 萬 | 1.43% | +42,129 | 新進 |
| Advisory Services Network, LLC | 42,513 | $367.3 萬 | 0.11% | −1,606−3.6% | 減碼 |
| First National Bank of Omaha | 42,557 | $367.7 萬 | 0.19% | −1,766−4.0% | 減碼 |
| Wealthfront Advisers LLC | 42,858 | $370.2 萬 | 0.02% | −9,185−17.6% | 減碼 |
| Providence Capital Advisors, LLC | 42,935 | $370.6 萬 | 0.98% | −10,228−19.2% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 42,997 | $371.4 萬 | 0.14% | +12,332+40.2% | 加碼 |
| Veritable, L.P. | 43,327 | $374.3 萬 | 0.06% | −3,489−7.5% | 減碼 |
| Schroder Investment Management Group | 42,857 | $374.8 萬 | 0.00% | +4,899+12.9% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 43,391 | $374.9 萬 | 0.17% | −14,767−25.4% | 減碼 |
| Stratos Wealth Advisors, LLC | 43,396 | $374.9 萬 | 0.30% | −64−0.1% | 減碼 |
| Level Four Advisory Services, LLC | 43,532 | $376.1 萬 | 0.29% | +2,010+4.8% | 加碼 |
| Telos Capital Management, Inc. | 43,825 | $378.6 萬 | 0.49% | −65−0.1% | 減碼 |
| Norinchukin Bank, The | 43,913 | $379.4 萬 | 0.05% | +6,730+18.1% | 加碼 |
| Hartford Investment Management Co | 44,157 | $381.5 萬 | 0.10% | −338−0.8% | 減碼 |
| Ensign Peak Advisors, Inc | 44,379 | $383.4 萬 | 0.01% | +890+2.0% | 加碼 |
| Intact Investment Management Inc. | 44,700 | $386.1 萬 | 0.10% | +44,700 | 新進 |
| Acadian Asset Management LLC | 45,534 | $393.1 萬 | 0.02% | +28,918+174.0% | 加碼 |
| GWM Advisors LLC | 45,614 | $394.0 萬 | 0.07% | +4,048+9.7% | 加碼 |
| Rodgers Brothers Inc. | 45,753 | $395.3 萬 | 0.71% | −2,250−4.7% | 減碼 |
| Independent Financial Group, LLC | 45,871 | $396.3 萬 | 0.32% | +38,398+513.8% | 加碼 |
| Mackenzie Financial Corp | 45,933 | $396.8 萬 | 0.01% | −164,172−78.1% | 減碼 |
| Mirador Capital Partners LP | 45,990 | $397.3 萬 | 0.80% | +692+1.5% | 加碼 |
| Beacon Financial Group | 45,081 | $399.1 萬 | 0.53% | +38+0.1% | 加碼 |
| Beacon Pointe Advisors, LLC | 46,522 | $401.9 萬 | 0.06% | +38,079+451.0% | 加碼 |
| MUFG Americas Holdings Corp | 46,640 | $402.9 萬 | 0.08% | −2,311−4.7% | 減碼 |
| Simmons Bank | 46,681 | $403.3 萬 | 0.30% | +184+0.4% | 加碼 |
| United Capital Financial Advisers, LLC | 46,807 | $404.4 萬 | 0.02% | −4,504−8.8% | 減碼 |
| Huntington National Bank | 47,729 | $412.3 萬 | 0.04% | −1,536−3.1% | 減碼 |
| NN Investment Partners Holdings N.V. | 47,819 | $413.1 萬 | 0.02% | +38,800+430.2% | 加碼 |
| CIBC Asset Management Inc | 47,880 | $413.6 萬 | 0.01% | +6,011+14.4% | 加碼 |
| Duality Advisers, LP | 48,082 | $415.4 萬 | 0.45% | +48,082 | 新進 |
| Ancora Advisors, LLC | 48,351 | $417.7 萬 | 0.10% | −2,168−4.3% | 減碼 |
| Brown Advisory Inc | 49,003 | $423.2 萬 | 0.01% | +2,616+5.6% | 加碼 |
| Rothschild Investment Corp | 49,609 | $428.6 萬 | 0.34% | −899−1.8% | 減碼 |
| Umb Bank N A | 49,814 | $430.4 萬 | 0.06% | −1,416−2.8% | 減碼 |
| Scissortail Wealth Management, LLC | 48,655 | $431.5 萬 | 2.12% | +15,961+48.8% | 加碼 |
| Avantax Advisory Services, Inc. | 49,934 | $431.6 萬 | 0.06% | +1,447+3.0% | 加碼 |
| Nissay Asset Management Corp | 50,154 | $433.3 萬 | 0.04% | +1,035+2.1% | 加碼 |
| RBF Capital, LLC | 50,000 | $437.2 萬 | 0.28% | 00.0% | 不變 |
| Illinois Municipal Retirement Fund | 50,989 | $440.5 萬 | 0.13% | −10,155−16.6% | 減碼 |
| Sequoia Financial Advisors, LLC | 51,192 | $442.3 萬 | 0.11% | +6,145+13.6% | 加碼 |
| PGGM Investments | 61,264 | $443.9 萬 | 0.02% | 00.0% | 不變 |
| Hendley & Co Inc | 51,882 | $448.2 萬 | 1.53% | −288−0.6% | 減碼 |
| Kestra Advisory Services, LLC | 52,001 | $449.2 萬 | 0.05% | −23,687−31.3% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 52,116 | $450.2 萬 | 0.02% | +52,116 | 新進 |
| Cary Street Partners Asset Management LLC | 52,501 | $453.6 萬 | 0.90% | +313+0.6% | 加碼 |
| ARGI Investment Services, LLC | 52,634 | $454.7 萬 | 0.14% | +45,386+626.2% | 加碼 |
| United Services Automobile Association | 53,051 | $458.3 萬 | 0.09% | 00.0% | 不變 |
| Kornitzer Capital Management Inc | 53,107 | $458.8 萬 | 0.08% | −11,000−17.2% | 減碼 |
| Meyer Handelman Co | 53,172 | $459.4 萬 | 0.18% | +1,092+2.1% | 加碼 |
| Nkcfo LLC | 53,200 | $459.6 萬 | 1.43% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 53,269 | $460.1 萬 | 0.17% | +1,681+3.3% | 加碼 |
| Commerce Bank | 53,400 | $461.3 萬 | 0.03% | −1,559−2.8% | 減碼 |
| Blair William & Co | 53,538 | $462.5 萬 | 0.02% | +27,267+103.8% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 53,600 | $463.1 萬 | 0.06% | −23,900−30.8% | 減碼 |
| Arkfeld Wealth Strategies, L.L.C. | 56,497 | $463.1 萬 | 2.99% | +56,497 | 新進 |
| Navellier & Associates Inc | 54,856 | $473.9 萬 | 0.81% | +51,256+1,423.8% | 加碼 |
| Berger Financial Group, Inc | 55,020 | $475.3 萬 | 0.60% | +55,020 | 新進 |
| Quantbot Technologies LP | 55,222 | $477.0 萬 | 0.42% | +23,686+75.1% | 加碼 |
| Buckingham Capital Management, Inc. | 55,965 | $483.5 萬 | 0.79% | −577−1.0% | 減碼 |
| Vestcor Inc | 56,549 | $488.5 萬 | 0.17% | +51,143+946.0% | 加碼 |
| First Fiduciary Investment Counsel, Inc. | 56,623 | $489.2 萬 | 0.95% | −1,452−2.5% | 減碼 |
| Paloma Partners Management Co | 57,618 | $497.8 萬 | 0.38% | −124,896−68.4% | 減碼 |
| CIBC Private Wealth Group, LLC | 57,785 | $499.3 萬 | 0.01% | +26,033+82.0% | 加碼 |
| Alley Investment Management Company, LLC | 58,988 | $509.6 萬 | 0.84% | +58,988 | 新進 |
| Texas Permanent School Fund | 60,685 | $524.3 萬 | 0.07% | +249+0.4% | 加碼 |
| Royal Fund Management, LLC | 61,038 | $527.3 萬 | 0.77% | −2,726−4.3% | 減碼 |
| Congress Wealth Management LLC | 61,169 | $528.4 萬 | 0.12% | −1,525−2.4% | 減碼 |
| Geneos Wealth Management Inc. | 61,256 | $529.1 萬 | 0.23% | −17,657−22.4% | 減碼 |
| Fifth Third Bancorp | 61,698 | $533.0 萬 | 0.02% | +2,815+4.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 61,746 | $533.4 萬 | 0.01% | +22,612+57.8% | 加碼 |
| Montgomery Investment Management Inc | 61,852 | $534.3 萬 | 1.83% | −500−0.8% | 減碼 |
| Mutual of America Capital Management LLC | 62,437 | $539.4 萬 | 0.06% | +4,581+7.9% | 加碼 |
| Country Club Bank | 62,255 | $544.4 萬 | 0.47% | +62,255 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 63,813 | $551.3 萬 | 0.01% | +24,371+61.8% | 加碼 |
| Visionary Wealth Advisors | 63,870 | $551.8 萬 | 0.44% | +6,785+11.9% | 加碼 |
| Disciplined Investments, LLC | 65,040 | $561.9 萬 | 2.34% | +183+0.3% | 加碼 |
| Sompo Asset Management Co., Ltd. | 65,365 | $564.6 萬 | 1.22% | −4,960−7.1% | 減碼 |
| Public Sector Pension Investment Board | 65,435 | $565.3 萬 | 0.04% | −7,680−10.5% | 減碼 |
| IFM Investors Pty Ltd | 66,099 | $571.0 萬 | 0.09% | +9,890+17.6% | 加碼 |
| FourThought Financial, LLC | 66,001 | $571.3 萬 | 0.72% | +3,925+6.3% | 加碼 |
| DT Investment Partners, LLC | 66,472 | $574.3 萬 | 0.74% | −1,949−2.8% | 減碼 |
| Foundation Resource Management Inc | 66,903 | $578.0 萬 | 0.89% | −64−0.1% | 減碼 |
| Mackay Shields LLC | 67,250 | $581.0 萬 | 0.05% | +1,708+2.6% | 加碼 |
| Engineers Gate Manager LP | 67,350 | $581.8 萬 | 0.23% | +52,470+352.6% | 加碼 |
| Canada Pension Plan Investment Board | 67,619 | $584.2 萬 | 0.01% | +24,844+58.1% | 加碼 |
| AE Wealth Management LLC | 68,200 | $589.2 萬 | 0.04% | +29,656+76.9% | 加碼 |
| Tower Research Capital LLC (TRC) | 70,823 | $611.9 萬 | 0.06% | +47,764+207.1% | 加碼 |
| Adams Asset Advisors, LLC | 71,195 | $615.0 萬 | 0.90% | 00.0% | 不變 |
| Fort Point Capital Partners LLC | 71,619 | $618.7 萬 | 0.94% | +71,619 | 新進 |
| RPG Investment Advisory, LLC | 72,123 | $623.1 萬 | 1.02% | −39,763−35.5% | 減碼 |
| D.A. Davidson & Co. | 72,477 | $626.1 萬 | 0.07% | +9,289+14.7% | 加碼 |
| USS Investment Management Ltd | 72,513 | $626.4 萬 | 0.05% | −53,582−42.5% | 減碼 |
| British Columbia Investment Management Corp | 74,117 | $640.3 萬 | 0.04% | −2,934−3.8% | 減碼 |
| Marco Investment Management LLC | 74,432 | $643.0 萬 | 0.65% | +21,476+40.6% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 74,918 | $647.2 萬 | 0.06% | +10,974+17.2% | 加碼 |
| Bryn Mawr Trust Co | 75,036 | $648.2 萬 | 0.25% | −2,305−3.0% | 減碼 |
| Viking Fund Management LLC | 76,000 | $656.6 萬 | 1.49% | +11,000+16.9% | 加碼 |
| Annex Advisory Services, LLC | 77,413 | $668.8 萬 | 0.49% | +13,443+21.0% | 加碼 |